DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Barrow Hanley Global Investors

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Andrew Thomas GreenawaltPgia asset managerBarrow Hanley Global Investors otherOtherOct 9, 2023Oct 10, 2023
Michael Katsumi HiraiBishop Street Capital Management asset managerBarrow Hanley Global Investors otherOtherDec 8, 2017Dec 5, 2023 (2188 d)
Jonathan Andrew TaylorSummit Advisor Solutions otherBarrow Hanley Global Investors otherOtherSep 14, 2016Nov 15, 2016 (62 d)
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3 moves match.